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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CBOR
1101
Community Bank of Raymore
Missouri
$857K – – –
IP
1102
Ignite Planners
California
$855K -$890K -9,452 -51%
SW
1103
SVB Wealth
Massachusetts
$854K -$77.2K -820 -8%
BAAM
1104
Baker Avenue Asset Management
California
$852K +$51.9K +551 +7%
DCM
1105
Davis Capital Management
Florida
$852K -$22.7K -241 -3%
VCP
1106
Vista Capital Partners
Oregon
$848K +$6.87K +73 +0.8%
NIM
1107
Northeast Investment Management
Massachusetts
$844K – – –
AIMA
1108
Ables Iannone Moore & Associates
Georgia
$844K +$39.4K +419 +5%
EWM
1109
Evercore Wealth Management
New York
$844K -$8K -85 -1%
CI
1110
Cherokee Insurance
Michigan
$842K – – –
CSB
1111
City State Bank
Iowa
$841K +$51.3K +545 +7%
HCP
1112
Hexagon Capital Partners
Arkansas
$840K +$26.4K +280 +3%
CFB
1113
Cullen/Frost Bankers
Texas
$837K -$8K -85 -1%
LWAM
1114
Legacy Wealth Asset Management
Minnesota
$837K -$6.21K -66 -0.7%
RWA
1115
Roberts Wealth Advisors
California
$836K +$5.27K +56 +0.6%
IAN
1116
Integrated Advisors Network
Texas
$834K -$4.99K -53 -0.6%
TTA
1117
Thor Trading Advisors
Pennsylvania
$833K +$820K +8,707 New
IIL
1118
Insight Inv LLC
California
$833K -$20.2K -215 -2%
HBT
1119
Heartland Bank & Trust
Illinois
$833K -$69.9K -742 -8%
NSIM
1120
North Star Investment Management
Illinois
$830K +$23.8K +253 +3%
CAM
1121
Cidel Asset Management
Ontario, Canada
$829K +$52.4K +557 +7%
CC
1122
Centiva Capital
New York
$829K +$815K +8,657 New
VBCG
1123
Valley Brook Capital Group
Pennsylvania
$828K +$19.1K +203 +2%
SWMG
1124
Sard Wealth Management Group
Georgia
$828K +$16.9K +180 +2%
BFA
1125
Beaumont Financial Advisors
Massachusetts
$828K -$5.46K -58 -0.7%
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